Teaching clients about the investments they own and helping them pursue their goals.
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. Bob Schwarz's mission is to help families create a plan that works while they work, providing a clear vision and confidence in their financial future.
Attention Retirees and Future Retirees! Do Not Buy An Annuity Until You Read This Manual! What is an annuity? What are the annuity types? Is an annuity right for me? Are annuities safe? These questions and more are answered right here at AnnuityBasics.org - In Plain English! No confusing financial jargon here! AnnuityBasics.org is devoted to educating retirees and future retirees about annuities. For over a decade, our team of licensed annuity experts have become a leading resource for the selection of annuity products through the education provided from our Annuity News articles, media releases, video testimonials from actual annuity owners and from our nationally-requested Annuity Owner Manual Guide - The Proper Use of an Annuity in a Retirement Income Portfolio.
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As your trusted advisor, I evaluate your individual tax situation and guide you through any tax challenges that develop. My goal is to minimize your tax liability so that you can keep more of your hard-earned money.
